Amazon shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Amazon (AMZN) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Amazon
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Quarterly reported holdings in Amazon by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.0M | 11k | 186.33 |
| 2024-06-30 | $2.0M | 10k | 193.25 |
| 2024-03-31 | $899k | 5.0k | 180.38 |
| 2023-12-31 | $800k | 5.3k | 151.94 |
| 2023-09-30 | $669k | 5.3k | 127.12 |
| 2023-06-30 | $663k | 5.1k | 130.36 |
| 2023-03-31 | $533k | 5.2k | 103.29 |
| 2022-12-31 | $354k | 4.2k | 84.00 |
| 2022-09-30 | $384k | 3.4k | 112.94 |
| 2022-06-30 | $442k | 4.2k | 106.25 |
| 2022-03-31 | $694k | 213 | 3258.22 |
| 2021-12-31 | $737k | 221 | 3334.84 |
| 2021-09-30 | $604k | 184 | 3282.61 |
| 2021-06-30 | $605k | 176 | 3437.50 |
| 2021-03-31 | $545k | 176 | 3096.59 |
| 2020-12-31 | $583k | 179 | 3256.98 |
| 2020-09-30 | $570k | 181 | 3149.17 |
| 2020-06-30 | $499k | 181 | 2756.91 |
| 2020-03-31 | $353k | 181 | 1950.28 |
| 2019-12-31 | $449k | 243 | 1847.74 |